N
Client portfolio
Navneet Soni S
PAN LOLPS8468Anavsoni22@gmail.com+919500170640
Annualised
+6.7%
XIRR
Current value
₹0Since 28 Jan 2022 · 191 transactions
Net invested
₹9.66 L
purchases − redemptions
Current value
₹10.73 L
Net gain
₹1.07 L
+11.0% absolute
Return (XIRR)
+6.7%
annualised
MF holdings
8
Allocation
₹10.73 L
total
CAMS59%
KFIN41%
Mutual funds
Live from CAMS & KFintech
Scheme
Click a fund to see its full transaction history.
Transaction history
Most recent activity from the RTA feed
SIP installment · DFGP
27 May 2026
Purchase · 361
25 May 2026
Purchase · 223
20 May 2026
SIP installment · SCRG
15 May 2026
Purchase · 340
11 May 2026
Purchase · 361
27 Apr 2026
SIP installment · DFGP
27 Apr 2026
Purchase · 223
20 Apr 2026
SIP installment · SCRG
15 Apr 2026
Purchase · 340
10 Apr 2026
SIP installment · DFGP
27 Mar 2026
Purchase · 361
25 Mar 2026
Other products
Bonds, FDs, AIFs & insurance — wiring pending Excel sync
Bonds
—Not connected yetFixed Deposits
—Not connected yetAIF
—Not connected yetLife Insurance
—Not connected yetHealth Insurance
—Not connected yetMotor Insurance
—Not connected yet